At Crosby Incorporated we work with you to optimize business and individual financial programs for maximum wealth accumulation, wealth protection and tax efficiency while keeping an overall focus on what is important to you, your family and your business.
We provide relevant information. You decide.
Our Services
Individual
Wealth Creation & Management
Liquidity - Access to cash
Retirement
Wealth Protection
Living Benefits - Disability or Critical Illness
Business Planning
Retirement Planning
Executive Compensation and Investment Planning
Employee Benefits
Risk and Estate Planning
Business Succession and Continuation
Consulting
We provide a wide range of expertise in reviewing employee benefit and group savings plans, individual and corporate insurance programs, shareholder buy/sell agreements and individual and corporate investment and savings plans.